Schwab Strategic Tr cmn shares owned by Waterfront Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 9.8k | 29.10 |
| 2025-06-30 | $277k | 10k | 27.67 |
| 2025-03-31 | $271k | 10k | 26.58 |
| 2024-12-31 | $289k | 11k | 26.07 |
| 2024-09-30 | $297k | 11k | 26.81 |
| 2024-06-30 | $283k | 3.8k | 74.08 |
| 2024-03-31 | $341k | 4.7k | 73.02 |
| 2023-12-31 | $326k | 4.7k | 70.10 |
| 2023-09-30 | $290k | 4.7k | 62.27 |
| 2023-06-30 | $322k | 4.7k | 69.12 |
| 2023-03-31 | $305k | 4.7k | 65.58 |
| 2022-12-31 | $328k | 4.8k | 68.40 |
| 2022-09-30 | $309k | 4.8k | 64.46 |
| 2022-06-30 | $299k | 4.8k | 62.37 |
| 2022-03-31 | $200k | 2.8k | 71.48 |